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Nonprofit · EIN 20-2668833

ROCKLAND TRUST FOUNDATION INC

Tax-exempt · ROCKLAND, MA 02370

Financials

$1.9M$3.1M2023$4.4M$3.1M2024$4.1M$3.4M2025
Revenue Expenses · by fiscal year end
Financials of ROCKLAND TRUST FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,116,983$3,409,662$707,321$53,377,577$592,500$52,785,077
December 31, 2024990-PF$4,419,729$3,067,423$1,352,306$51,368,981$479,334$50,889,647
December 31, 2023990-PF$1,878,638$3,072,369-$1,193,731$50,266,676$749,685$49,516,991
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,121
Dividends
$1,525,291
Net gain from sales of assets
$2,436,071
Other income
$147,500

Expenses

Grants and similar amounts paid
$2,662,721
Compensation of officers, directors and key employees
$4,500
Disbursements for charitable purposes
$2,812,551
Excise tax on investment income
$51,411

Balance sheet and other

Total assets, start of year
$51,368,981
Total assets, end of year
$53,377,577
Total liabilities, end of year
$592,500
Net assets, end of year
$52,785,077
Fair market value of assets
$53,377,577
Qualifying distributions
$2,812,551
Net investment income
$3,920,942

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID HOUSTON
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$1,500
GERARD NADEAU
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$1,000
SCOTT SMITH
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$1,000
STEPHEN JANECZKO
288 UNION STREET, ROCKLAND, MA 02370
ASSISTANT TREASURER (ENDED 4/23/25)1$0
JEANNE L TRAVERS
288 UNION STREET, ROCKLAND, MA 02370
CLERK1$0
MARGARET MCCARTHY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
PATRICIA NATALE
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
ALASTAIR IRONSIDE
288 UNION STREET, ROCKLAND, MA 02370
PRESIDENT/DIRECTOR1$0
ANTHONY DEANGELO
288 UNION STREET, ROCKLAND, MA 02370
TREASURER1$0
ANDREA BOROWIECKI
288 UNION STREET, ROCKLAND, MA 02370
EXEC. DIR/VP COMM. GIVING & ENG.1$0
JENNIFER BANKS-GOULART
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
SHEFALI DESAI
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
LAUREN MAHONEY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
WILLIAM MAHONEY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
EMILY MCDONALD
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
4 more people on this return
NameTitleHours / weekCompensation
MARK MENDES
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
CHERYL SPILLANE
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
HANWAR HARNETT
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (ENDED 8/1/25)1$0
JOSEPH TAVARES
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 20 people
NameTitleHours / weekCompensation
DAVID HOUSTON
288 Union Street, Rockland, MA 02370
DIRECTOR1$1,500
SCOTT SMITH
288 Union Street, Rockland, MA 02370
DIRECTOR1$1,000
ALEXANDRA ANTONINO
288 Union Street, Rockland, MA 02370
TREASURER (Resigned 4/17/2024)1$0
Jeanne L Travers
288 Union Street, Rockland, MA 02370
CLERK1$0
ALASTAIR IRONSIDE
288 Union Street, Rockland, MA 02370
PRESIDENT/DIRECTOR1$0
MARGARET MCCARTHY
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Gerard NADEAU
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
PATRICIA NATALE
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
STEPHEN JANECZKO
288 Union Street, Rockland, MA 02370
ASSISTANT TREASURER1$0
ANDREA BOROWIECKI
288 Union Street, Rockland, MA 02370
VP Chari. Giving & Comm. Eng.1$0
Jennifer Banks-Goulart
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Shefali Desai
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Lauren Mahoney
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
William Mahoney
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Emily McDonald
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Mark Mendes
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Cheryl Spillane
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Joseph Tavares
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Hanwar Harnett
288 Union Street, Rockland, MA 02370
DIRECTOR1$0
Anthony Deangelo
288 Union Street, Rockland, MA 02370
TREASURER (As of 4/18/2025)1$0
990-PF for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensation
DAVID HOUSTON
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$2,500
SCOTT SMITH
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$2,500
EDWARD MERRITT
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (RESIGNED 12/04/2023)1$2,000
EDWARD H SEKSAY
288 UNION STREET, ROCKLAND, MA 02370
PRESIDENT/DIRECTOR (RESIGNED 06/14/23)1$0
ALEXANDRA ANTONINO
288 UNION STREET, ROCKLAND, MA 02370
TREASURER1$0
JEANNE L TRAVERS
288 UNION STREET, ROCKLAND, MA 02370
CLERK1$0
ALASTAIR IRONSIDE
288 UNION STREET, ROCKLAND, MA 02370
PRESIDENT/DIRECTOR1$0
MARGARET MCCARTHY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
GERARD NADEAU
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
PATRICIA NATALE
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR1$0
JEFFREY SMITH
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (RESIGNED 07/02/2023)1$0
STEPHEN JANECZKO
288 UNION STREET, ROCKLAND, MA 02370
ASSISTANT TREASURER1$0
ANDREA BOROWIECKI
288 UNION STREET, ROCKLAND, MA 02370
VP CHARITABLE GIVING & COMMUNITY ENGAG1$0
JENNIFER BANKS-GOULART
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
SHEFALI DESAI
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
LAUREN MAHONEY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
WILLIAM MAHONEY
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
EMILY MCDONALD
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
MARK MENDES
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
CHERYL SPILLANE
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
JOSEPH TAVARES
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0
HANWAR HARNETT
288 UNION STREET, ROCKLAND, MA 02370
DIRECTOR (AS OF 06/14/2023)1$0

Address and contacts

Address (IRS master file)
288 UNION ST, ROCKLAND, MA 02370-1803
In care of
% ANTHONY DEANGELO
Signed the 990-PF
ALEXANDRA ANTONINO, TREASURER
Phone
(781) 982-6100
Return prepared by
WOLF & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2668833
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$53,377,577
Income (IRS master file)
$17,117,836

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,116,983$3,409,662$53,377,577IRS
990-PFDecember 2024$4,419,729$3,067,423$51,368,981IRS
990-PFDecember 2023$1,878,638$3,072,369$50,266,676XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2668833).

Questions about ROCKLAND TRUST FOUNDATION INC

What is the EIN of ROCKLAND TRUST FOUNDATION INC?
The employer identification number (EIN) of ROCKLAND TRUST FOUNDATION INC is 20-2668833.
Is ROCKLAND TRUST FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to ROCKLAND TRUST FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROCKLAND TRUST FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROCKLAND TRUST FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROCKLAND TRUST FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROCKLAND TRUST FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 19 people; 3 received compensation from the organization, the highest $1,500 (DAVID HOUSTON, DIRECTOR).
How much revenue does ROCKLAND TRUST FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,116,983, expenses of $3,409,662 and total assets of $53,377,577 at year end.

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